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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| NE | RA | APPROVED | 2023-09-01 |
Branch Locations
12900 Hall Road Suite 110, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Advisors | Sterling Heights | MI | 09/2010 | 09/2023 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 09/2023 | Present |
1. CHARLES PIERCE, INVESTMETN RELATED, 12900 HALL ROAD, STE. 48313, STATUTORY AGENT, 10/21/2010, 160 HR/MO, 8 HR/TD, PROVIDE INVESTMENT ADVISORY SERVICES FOR CLIENTS AND PROSPECTS. 2. MIDWEST FINANCIAL ADVISORS POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 11/01/2010 ADDRESS: 12900 Hall Rd., Ste. 110, Sterling Heights MI 48313, United States DESCRIPTION: Solicit sale of insurance and investment products for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-04 |
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